The Planner for People Who Are Tired of Having Their Life Organized in 12 Different Places
You have a budget somewhere.
Your bills are written somewhere else.
There’s a grocery list on the counter.
An appointment is buried in your phone.
You think you remember when that annual subscription comes out.
You’ve been meaning to start an emergency fund.
And there are approximately 47 other things you’re trying not to forget.
Sound familiar?
That is exactly why I created the Yearly Everything Life & Finance Planner.
This isn’t just a budget planner.
It’s designed to bring your finances and your everyday life together in one organized system—so you can actually see what needs your attention instead of constantly trying to remember it.
THE PROBLEM: YOU’RE NOT BAD AT ORGANIZING—YOUR INFORMATION IS EVERYWHERE
Most of us aren’t dealing with just one kind of responsibility.
There’s money.
Bills.
Groceries.
Debt.
Credit cards.
Savings.
Work.
Kids.
Pets.
Appointments.
Insurance.
Taxes.
Cleaning.
Birthdays.
Vacations.
And the random expenses that somehow appear at the worst possible time.
A basic monthly budget can help with part of that.
But what about everything that happens between the bills?
That’s where things used to fall apart for me.
I’d make a plan for the month and feel pretty good about it.
Then groceries happened.
Then gas.
Then eating out.
Then somebody needed something.
Then an annual bill showed up.
And suddenly I was wondering:
Where did all the money go?
THE SOLUTION: PUT THE WHOLE PICTURE IN ONE PLACE
The Yearly Everything Life & Finance Planner was designed to help you see more than just your monthly bills.
It includes planning pages for areas such as:
- Monthly calendars and notes; income and paycheck tracking; bills, subscriptions, receipts, groceries, eating out, gas and transportation; savings challenges, emergency funds and vacation savings; debt, credit cards and credit goals; retirement, insurance and taxes; baby, family and pet expenses; home, cleaning and self-care; travel, gifts, school planning and more.
Instead of bouncing between different notebooks and random printables, you can build one system around the parts of life you actually need to keep track of.
THE MISTAKE I WAS MAKING WITH MY BUDGET
I thought budgeting meant figuring out my bills.
Rent or mortgage.
Electric.
Phone.
Insurance.
Credit cards.
Done.
Except…
the bills weren’t always what threw everything off.
It was the ordinary stuff.
$18 here.
$42 at the grocery store.
Gas.
Dinner because I didn’t feel like cooking.
A subscription I’d forgotten about.
Something for the house.
Another store run.
Individually, none of those purchases looked huge.
Together?
They could completely change the month.
That’s why this planner includes pages specifically for grocery spending, eating out, transportation, receipts, subscriptions and other everyday expenses.
Sometimes the missing part of a budget isn’t another complicated formula.
It’s simply being able to see what’s actually happening.
BEFORE: “I KNOW WHERE MY MONEY GOES…MOSTLY.”
Before tracking everything together, it can look something like this:
Paycheck comes in → bills get paid → everyday spending happens → account balance drops → confusion.
And then the next month starts.
Again.
You know you’re spending money.
You just don’t always have one place showing you the whole picture.
AFTER: “OH. NOW I CAN ACTUALLY SEE IT.”
The goal isn’t perfection.
The goal is visibility.
Instead of wondering what happened, you can track:
Income → bills → everyday expenses → savings → debt → goals.
And because this is a life AND finance planner, your money doesn’t have to live separately from the life you’re using that money to build.
Your vacation goal can sit alongside your vacation savings.
Your family planning can sit alongside family expenses.
Your monthly calendar can sit alongside your paycheck and bill trackers.
That connection is what makes the planner different.
THE SECRET: THE “SURPRISE” EXPENSES AREN’T ALWAYS SURPRISES
This might be my favorite realization.
Some expenses feel unexpected when they happen…
…but weren’t actually unpredictable.
Christmas.
Birthdays.
School supplies.
Vacation.
Insurance.
Annual subscriptions.
Car expenses.
Taxes.
Major purchases.
We know many of them are eventually coming.
The problem is that monthly thinking can make yearly expenses disappear until they’re suddenly right in front of us.
That’s why the planner includes pages for longer-term planning too.
You can start putting money toward something before it becomes this month’s emergency.
WANT A VACATION WITHOUT THE POST-VACATION BILL PANIC?
There is a dedicated $1,000 Vacation Fund tracker designed to break the goal into smaller progress points.
Instead of:
Book it → enjoy it → worry about the bill later
you can start thinking:
Plan it → save toward it → take the trip.
There’s also a travel wish list so the fun part of planning doesn’t get lost in all the numbers.
Because the beach is considerably less relaxing when you’re already thinking about the credit-card statement waiting at home.
DEBT CAN FEEL HUGE UNTIL YOU CAN SEE PROGRESS
Debt payoff is one of those goals where progress can feel painfully slow.
That’s why visual tracking can be satisfying.
The planner includes a Debt Payoff Tracker, along with pages for:
Credit Card Overview • Credit Utilization • Credit Card Payments • Credit Goals • Credit Improvement Planning
You aren’t just writing down what you owe.
You’re giving yourself somewhere to document what changes.
THERE’S MORE THAN MONEY IN HERE
This is where the Everything part really starts earning its name.
There are also pages for things like:
Self-care routines.
Cleaning routines.
Family chores.
School supplies.
Pet expenses.
Baby expenses.
Gift planning.
Travel ideas.
Major purchases.
Insurance.
Beneficiaries.
Important financial contacts.
Passwords.
Bucket lists.
Because your financial life doesn’t happen separately from your actual life.
They’re connected.
So I wanted the planner to be connected too.
CHOOSE THE SIZE THAT WORKS FOR YOU
The planner is available in three layouts:
Happy Planner — 7 × 9.25 in
A4 — 8.27 × 11.69 in
US Letter — 8.5 × 11 in
The product is a digital download, so there is no physical planner shipped to you.
WHO IS THIS PLANNER FOR?
This may be a good fit if you’ve ever said:
“I need to get my finances together.”
“I know I have a budget. I just don’t know where the money keeps going.”
“I have planners everywhere and still forget things.”
“I want to save, but something always comes up.”
“I need everything in ONE place.”
You don’t need to use every single page.
That’s actually part of the point.
Use the sections that fit your life.
YOU DON’T NEED A PERFECT LIFE. YOU NEED A PLACE TO PUT IT.
There will still be surprise expenses.
There will still be months that don’t go according to plan.
There will still be weeks when dinner is whatever you can find in the freezer.
The purpose of this planner isn’t to make life perfect.
It’s to make everything a little easier to see, plan and manage.
Your paycheck.
Your bills.
Your groceries.
Your debt.
Your savings.
Your family.
Your goals.
Your plans.
Your life.
All in one place.
The Yearly Everything Life & Finance Planner
Plan the money. Organize the life. Make room for what you’re working toward.
